Hong Kong
Illustrative
Boutique advisory firm
A firm with a long but under-used client list wanted to know which relationships were worth re-engaging. Our AI scored the book and surfaced a cluster of cross-border clients whose needs matched a partner’s service — and a person reviewed each before any contact.
Introduced to a licensed partner who handled everything regulated.
11,800Records analysed
320Dormant clients re-surfaced
16Introductions made
Illustrative scenario. Figures are representative, not actual results, and do not describe investment returns.
China
Illustrative
Corporate services provider
A provider serving mainland founders wanted to spot which clients had genuine cross-border needs without trawling the list by hand. The engine flagged a focused set of qualified signals; the rest were left untouched.
Matched to a partner in the destination market and introduced.
6,400Records analysed
72Cross-border signals flagged
9Introductions made
Illustrative scenario. Figures are representative, not actual results, and do not describe investment returns.
New Zealand
Illustrative
Mortgage brokerage (Plaxo)
Through the Plaxo brand, a brokerage wanted to re-surface past enquiries that had gone cold. AI ranked the back-book by current fit, and the team worked only the strongest, freshest matches.
Connected to the right lending partner for each case.
4,900Back-book re-scored
140Hot matches surfaced
3 wksMedian cycle
Illustrative scenario. Figures are representative, not actual results, and do not describe investment returns.
Australia
Illustrative
Lending introducer (OneLend)
A OneLend-aligned introducer wanted to focus a small team on the highest-fit opportunities in a large book. The engine did the triage; people did the judgement and the relationships.
Referred to licensed lenders who carried out the regulated work.
8,200Records analysed
86%Book left untouched
19Introductions made
Illustrative scenario. Figures are representative, not actual results, and do not describe investment returns.